Position in WMB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$35,385
+$742 QoQ
Shares Held
476
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,648
of 1,819 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $241,889 across 9 Oil & Gas Midstream names. WMB ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
1,050 | $91,287 | |
| 2 | ENB |
Enbridge Inc
|
710 | $38,489 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
476 | $35,385 | |
| 4 | TRP |
Tc Energy Corp
|
511 | $33,874 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,002 | $32,033 | |
| 6 | PBA |
Pembina Pipeline Corp
|
138 | $6,382 | |
| 7 | DTM |
DT Midstream, Inc.
|
12 | $1,760 | |
| 8 | TRGP |
Targa Resources Corp.
|
5 | $1,340 |
All Filings in WMB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,385 | 476 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $34,643 | 476 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $65,580 | 1,091 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $74,562 | 1,177 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $78,198 | 1,245 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $70,218 | 1,175 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $70,572 | 1,304 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $101,114 | 2,215 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $95,922 | 2,257 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $100,620 | 2,582 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $97,036 | 2,786 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||